Julia Shepherd's Contact Details

Julia Shepherd's Company Details

Cathedral Wealth Management LTD

Chichester, England, United Kingdom • 6 Employees
Financial Services

We are an Associate Partner Practice of St. James's Place Wealth Management based in Chichester, West Sussex and aspire to build trust, faith and confidence in our clients by offering exceptionally high quality, face to face financial advice. Putting clients firmly at the centre of everything we do is core to our culture, enabling us to deliver a genuinely client-focused business. We do not provide off-the-shelf solutions but offer an ongoing relationship with a dedicated adviser to meet your financial needs, both now and in the future. We aim to: - Provide highly experienced, qualified and personal face-to-face financial advice - Understand your financial circumstances and objectives - Focus on your priorities- Afford you the opportunity to review your financial affairs regularly by agreeing an ongoing servicing framework with you - Ensure that our correspondence and literature is clear and easy to understand - Encourage and implement your feedback- Ensure our dealings with you are always sensitive to your individual needs - to work with your existing advisers where appropriate and liaise with other specialists as needed. Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the longer term. We will help you to: - Have a clear understanding of your personal and financial objectives - Develop a sense of progress towards your objectives - Be more organised - Have a plan in place that is risk-adjusted and targeted to your objectives - Have a proactive financial review process in place To book a no obligation consultation, please contact us. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website at www.sjp.co.uk/products. The ‘St. James's Place Partnership' and the title ‘Partner Practice' are marketing terms used to describe St. James's Place representatives.